• Home
  • North America
DeVere closes Miami office

DeVere closes Miami office

International advisory firm deVere Group has closed its Miami office, one of its two major hubs in the US, following the company’s “strategic review” announced earlier this year.

Published : 24, May 2017
What Trump’s tax plan means for US expats

What Trump’s tax plan means for US expats

President Donald Trump unveiled his much-anticipated tax plan last month, promising “the biggest tax cuts in history”. Here tax advisers Ephraim Moss and Joshua Ashman from Expat Tax Professionals show how the proposals will affect US expats living around the world.

Published : 22, May 2017
Canada vetoes best interest duty for financial ‘advisors’

Canada vetoes best interest duty for financial...

Canada has abandoned plans to introduce regulation that would require people giving financial and investment advice to act in their client's 'best interest'.

Published : 17, May 2017
Barclays fined $97m for overcharging advice clients in US

Barclays fined $97m for overcharging advice clients...Lock icon

Barclays has agreed to pay more than $97m (£74.9m, €89.2m) to refund advice and mutual fund sales fees to US clients who were charged for services they did not receive.

Published : 11, May 2017
‘Frustrated’ EU politicians step up pressure on US over Fatca

‘Frustrated’ EU politicians step up pressure on...

Members of the European Parliament have asked the European Commission to open talks with the US to make data exchange under the Foreign Account Tax Compliance Act (Fatca) reciprocal.

Published : 9, May 2017
US equities after the Trump rally - any opportunities left?

US equities after the Trump rally - any opportunities...

It’s very easy to make the bear case for US equities right now: valuations are high, and the market has priced in all the good things it expects from Donald Trump and none of the bad stuff. But that may be too simplistic a view.

Published : 4, May 2017
Aberdeen and Standard Life merger: An insider's view

Aberdeen and Standard Life merger: An insider's...Lock icon

Campbell Fleming, global head of distribution at Aberdeen Asset Management, talks mergers, scale, fees and the future of the combined Aberdeen/Standard Life business.

Published : 3, May 2017
Zedra establishes a US office to target Americas

Zedra establishes a US office to target Americas...

Jersey-headquartered independent trust company Zedra has set up an office in Miami to target North and Latin America as part of its fast track global expansion plans.

Published : 2, May 2017
Five things you need to know about Trump’s tax plan

Five things you need to know about Trump’s tax...

This week, US president Donald Trump unveiled what he called “the biggest tax cuts in history”. Here’s a look at some of the initial proposals to slash inheritance tax, top income brackets and tax for large corporations.

Published : 28, Apr 2017
ANALYSIS: Is now the time to invest in active US equity funds?

ANALYSIS: Is now the time to invest in active...

After a wide swathe of active US equity funds outperformed the S&P 500 during Donald Trump's first 100 days in office, is now the time for investors to re-think their assumptions on the active approach?

Published : 27, Apr 2017
Invesco boosts global ETF offering with Source deal

Invesco boosts global ETF offering with Source...

US-based investment manager Invesco has announced a deal to buy one of Europe's major Exchange Traded Product (ETP) providers, Source.

Published : 27, Apr 2017
Beware of highly-leveraged US stocks

Beware of highly-leveraged US stocks

Highly-leveraged US companies face a disproportionate rise in interest payments as the Fed has started hiking. But investors aren’t being compensated for this at all.

Published : 26, Apr 2017
Best and Worst US sectors during Trump’s first 100 days

Best and Worst US sectors during Trump’s first...

Trump’s first 100 days in office have been jam packed with outrageous tweets, ‘alternative facts,’ a failed healthcare bill and foreign policy blunders. But, what were the best and worst performing US sectors during Trump's first 100 days?

Published : 26, Apr 2017
American states ‘thriving’ in Panama Papers fallout

American states ‘thriving’ in Panama Papers fallout...

US states including Delaware and Nevada are bucking a trend that has seen the number of new tax shelters drop by a third globally, according to one of the co-founders of Mossack Fonseca, the law firm at the epicentre of the Panama Papers fallout.

Published : 21, Apr 2017
Strong demand sees UBS cut fees on inflation-protected ETF range

Strong demand sees UBS cut fees on inflation-protected...

UBS Asset Management has cut the fees on its new exchange traded funds (ETFs) which track a benchmark index for US Treasury Inflation Protected Securities (Tips) after recording $470m (£366.4m) of inflows in less than seven months.

Published : 20, Apr 2017
Expat cities among the most expensive for rent

Expat cities among the most expensive for rent...Lock icon

Hong Kong, Dubai and Singapore are some of the most expensive cities in the world when it comes to how much people have to earn to pay rent but they do not top the list, research from UK property selling start-up Nested has found.

Published : 19, Apr 2017
Focus Financial sells majority stake to two private equity firms

Focus Financial sells majority stake to two private...

Private equity firms KKR & Co and Stone Point Capital have announced plans to take a majority stake in Focus Financial Partners, a US-based network of independent fiduciary wealth management firms, in a deal worth $2bn (£1.6bn, €1.9bn).

Published : 19, Apr 2017
Best and worst expat countries for high pay

Best and worst expat countries for high payLock icon

The best places to earn a decent annual wage without having to work around the clock are in western Europe. Eastern Europe fared badly but Mexico ranked bottom, a recent report by ExpatFinder found.

Key Republicans lobby US Treasury to repeal Fatca

Key Republicans lobby US Treasury to repeal Fatca...Lock icon

Two senior Republicans have called on the Trump administration to commit to repealing the Foreign Account Tax Compliance Act (Fatca) as they announce plans to overturn the legislation.

Published : 7, Apr 2017
Surge in US expats declaring offshore assets

Surge in US expats declaring offshore assets

The number of American expats in the UK declaring their offshore assets to the US taxman has surged in 2017, amid fears that an Obama-era tax amnesty could be curtailed or ended by the Trump administration.

Sponsored Content

UAE unveils crackdown on banks selling insurance policies
UAE unveils crackdown...

The UAE Central Bank is cracking down on insurance...

UK PM May proposes £100k ‘death tax’ social care cap
UK PM May proposes £100k...

British prime minister Theresa May has set out plans...

UK and Spain to probe £120m storage pod pension scams
UK and Spain to probe...

The UK’s Serious Fraud Office is working with the Spanish...

The naked truth about MiFID II
The naked truth about...Lock icon

The realities of Mifid II are beginning to dawn as...

Adviser and his wife convicted of £1.7m property fraud
Adviser and his wife...

A “heartless” adviser and his wife have been found...

OTHER STORIES FROM LAST WORD...